66 Customer Service courses in Whetstone delivered Live Online

This highly practical one-day workshop has been designed specifically to help maximise sales where customers make contact by telephone. When customers contact us direct they have clearly already considered the possibility that they might buy from us, but we're still only half-way to making a sale. Unless we fully understand their needs and make it easy for them to buy, we may not secure the business. This workshop concentrates on the telephone skills and techniques needed to achieve the most positive outcome in any inbound customer call. A combination of excellent customer service skills and savvy sales awareness techniques will increase our chances of a successful outcome for both parties. The programme features the unique INBOUND model, to help remember the key principles for effective inbound telephone sales: Initial impressions Needs of the customer Bring them with you Open up the conversation Understand the triggers Narrow down the solutions Decision time! The programme also covers how to deal with difficult calls and challenging people - after all, every complaint is a sales opportunity! This programme will help participants: Create the perfect interaction with any customer making contact by telephone Make every call count Build rapport quickly in any situation Handle difficult calls and challenging people Create sustainable and profitable relationships Increase your sales conversions 1 The inbound sales process Each customer who contacts us will be at a different stage of the sales process. Some might be making general enquiries whilst others will be ready to commit, having made most of their decisions already. Sales and customer service people need to be ready to find out the stage the customer has reached before helping them to make the right decision for them 2 Engaging with the customer Having clarified where the customer is on their journey to making a purchasing decision, our next responsibility is to create and build a trusting relationship on both sides. This involves establishing rapport quickly to ease the communication process, thus enabling smooth transactions, both now and in the future 3 Questioning and listening skills for gathering information Developing these skills requires practice so that the communication becomes natural for the customer. This helps the customer to feel comfortable with us and work with us towards an effective solution. We discuss different types of question and how to use high-gain questions to uncover key information. Active listening will ensure that we can really help customers get what they need 4 Overcoming objections and excuses If we have followed the process properly and really understood the customer, then there should no further objections or barriers to completing the transaction. The reality is that there will still be the occasional issue that needs clarifying, so we need to prepare for possible objections and questions that customers might have. This includes probing objections so that we fully understand the customer's perspective before constructing suitable responses or solutions 5 Gaining commitment and ending the call Customers want to gain a solution to the issue they are facing and the sooner we can help them achieve that the better. Guiding the customer and helping them to believe in their own decision is part of our role. This section is dedicated to getting commitment all the way along the process, not just at the close 6 Dealing with difficult and challenging situations The realisation that everybody is different, with different personality types, different ways of looking at the world and different goals, is key to understanding sales. With this is mind we discuss these differences and how we adapt our approach to ease communication and maintain trust and understanding 7 Action plans Course summary and presentation of action plans

Duration 5 Days 30 CPD hours This course is intended for A Microsoft Power Platform Functional Consultant is responsible for creating and configuring apps, automations, and solutions. They act as the liaison between users and the implementation team. The functional consultant promotes utilization of solutions within an organization. The functional consultant may perform discovery, engage subject matter experts and stakeholders, capture requirements, and map requirements to features. They implement components of a solution including application enhancements, custom user experiences, system integrations, data conversions, custom process automation, and simple visualizations. This course will teach you to use Microsoft Power Platform solutions to simplify, automate, and empower business processes for organizations in the role of a Functional Consultant. A Microsoft Power Platform Functional Consultant is responsible for creating and configuring apps, automations, and solutions. They act as the liaison between users and the implementation team. The functional consultant promotes utilization of solutions within an organization. The functional consultant may perform discovery, engage subject matter experts and stakeholders, capture requirements, and map requirements to features. They implement components of a solution including application enhancements, custom user experiences, system integrations, data conversions, custom process automation, and simple visualizations. This course may contain a 1-day Applied Workshop. This workshop will allow you to practice your Functional Consultant skills by creating an end-to-end solution to solve a problem for a fictitious company. The solution will include a Microsoft Dataverse database, Power Apps canvas app, and Power Automate flows. Prerequisites Experience as an IT professional or student Working knowledge of Microsoft Power Platform and its key components Knowledge of Microsoft Dataverse (or general data modeling) and security concepts 1 - Describe the business value of the Microsoft Power Platform Explore Microsoft Power Platform Describe the business value of the Power Platform Explore connectors and Microsoft Dataverse Describe how Power Platform works with Microsoft 365 apps and services Explore how Power Platform works with Microsoft Teams Describe how Power Platform works with Microsoft Dynamics 365 apps Describe how Power Platform solutions consume Microsoft Azure services Explore how Microsoft Power Platform apps work together Use Artificial Intelligence to increase productivity 2 - Core components of Power Pages Get started with Power Pages Core tools and components of Power Pages Overview of Power Pages security Overview of Power Pages extensibility 3 - Explore Power Pages templates Site design templates Scenario-based templates Dynamics 365 Power Pages site templates 4 - Explore Power Pages design studio Work with pages Page components Site styling and templates 5 - Explore Power Pages design studio data and security features Data workspace in Power Pages design studio Power Pages security features 6 - Introduction to Power Pages administration Power Pages administrative tools Set up workspace in Power Pages design studio 7 - Get started building with Power BI Use Power BI Building blocks of Power BI Tour and use the Power BI service 8 - Get data with Power BI Desktop Overview of Power BI Desktop Explore Power BI Desktop Connect to data sources Get data from Excel Transform data to include in a report Combine data from multiple sources Clean data to include in a report 9 - Model data in Power BI How to manage your data relationships Create calculated columns Optimize data models Create measures Create calculated tables Explore time-based data 10 - Use visuals in Power BI Create and customize simple visualizations Create slicers Map visualizations Matrices and tables Create scatter, waterfall, and funnel charts Modify colors in charts and visuals Page layout and formatting 11 - Explore data in Power BI Quick insights in Power BI Create and configure a dashboard Ask questions of your data with natural language Create custom Q&A suggestions Share dashboards with your organization Display visuals and tiles in full screen Edit tile details and add widgets Get more space on your dashboard 12 - Publish and share in Power BI Publish Power BI Desktop reports Print and export dashboards and reports Introducing Power BI Mobile Create workspaces in Power BI Build apps Use apps Integrate OneDrive for Business with Power BI Publish to web 13 - Create and manage workspaces in Power BI Distribute a report or dashboard Monitor usage and performance Recommend a development life cycle strategy Troubleshoot data by viewing its lineage Configure data protection 14 - Manage semantic models in Power BI Use a Power BI gateway to connect to on-premises data sources Configure a semantic model scheduled refresh Configure incremental refresh settings Manage and promote semantic models Troubleshoot service connectivity Boost performance with query caching (Premium) 15 - Create dashboards in Power BI Configure data alerts Explore data by asking questions Review Quick insights Add a dashboard theme Pin a live report page to a dashboard Configure a real-time dashboard Set mobile view 16 - Implement row-level security Configure row-level security with the static method Configure row-level security with the dynamic method 17 - Create tables in Dataverse Table characteristics Table relationships Dataverse logic and security Dataverse auditing Dual-write vs. virtual tables 18 - Manage tables in Dataverse Identify tables and table types in Dataverse Create a custom table Enable attachments within a table Licensing requirements for each table type 19 - Create and manage columns within a table in Dataverse Define columns in Microsoft Dataverse Column types in Microsoft Dataverse Add a column to a table Create a primary name column Restrictions that apply to columns in a table Create an auto numbering column Create an alternate key 20 - Create a relationship between tables in Dataverse Relate one or more tables - Introduction Relationship types that are available in Microsoft Dataverse Create a one-to-many relationship between tables Create a many-to-many relationship between tables Edit or delete relationships 21 - Working with choices in Dataverse Define choice column Standard choices column 22 - Get started with security roles in Dataverse Understand environment roles Adding or disabling an environment user Understand security concepts in Dataverse Understand user security roles and security role defaults Check the roles that a user belongs to Configure Dataverse teams for security Configure Dataverse group teams for security 23 - Use administration options for Dataverse Use Microsoft Power Platform Admin Center portal Tenant storage capacity Advanced Customization options in Power Apps Portal Enable and disable auditing 24 - Manage Dynamics 365 model-driven app settings and security Configure role-based security Manage teams and business units Explore settings and customizations 25 - Introduction to Microsoft Power Platform security and governance Identify Microsoft Power Platform environments Data Loss Prevention policies Microsoft Power Platform Center of Excellence Starter Kit 26 - Get started with model-driven apps in Power Apps Introducing model-driven apps Components of model-driven apps Design model-driven apps Incorporate business process flows 27 - Configure forms, charts, and dashboards in model-driven apps Forms overview Form elements Configure multiple forms Use specialized form components Configure views overview Configure grids Create and edit views Configure charts overview Dashboards overview Use interactive streams and tiles 28 - Get started with Power Apps canvas apps Power Apps building blocks Ways to build Power Apps Power Apps related technologies Additional Power Apps related technologies Designing a Power Apps app 29 - Connect to other data in a Power Apps canvas app Overview of the different data sources Work with action-based data sources Power Automate is a companion to Power Apps 30 - How to build the UI in a canvas app in Power Apps Use themes to quickly change the appearance of your app Branding a control Icons Images Personalization Using the tablet or phone form factors 31 - Manage apps in Power Apps Power Apps review 32 - Build your first app with Power Apps and Dataverse for Teams Create your first app with the hero template Customize your app with Power Apps Studio Publish your app Install template apps 33 - Access Dataverse in Power Pages websites Use lists to display multiple Dataverse records Use forms to interact with Dataverse data 34 - Authentication and user management in Power Pages Power Pages authentication settings User registration in Power Pages Authentication management for Power Pages users Power Pages authentication providers 35 - Power Pages maintenance and troubleshooting Power Pages website maintenance Power Pages website troubleshooting 36 - Define and create business rules in Dataverse Define business rules - Introduction Define the components of a business rule Create a business rule 37 - Get started with Power Automate Introducing Power Automate Troubleshoot flows 38 - Use the Admin center to manage environments and data policies in Power Automate Administer flows Export and import flows Learn how to distribute button flows 39 - Use Dataverse triggers and actions in Power Automate Dataverse triggers Query data Create, update, delete, and relate actions 40 - Extend Dataverse with Power Automate Set up a flow and configure its trigger Email Dataverse record Add to-do items Test and run your flow 41 - Introduction to expressions in Power Automate Get started with expressions Notes make things easier Types of functions Write complex expressions 42 - Build your first Power Automate for desktop flow Set up the environment Explore Power Automate for desktop Create your first Power Automate for desktop flow Record Power Automate for desktop actions Edit and test recorded actions 43 - Run a Power Automate for desktop flow in unattended mode Set up an unattended desktop flow Create a new cloud flow that calls an existing flow in unattended mode Perform a test run Best practices 44 - Optimize your business process with process advisor Get familiar with process advisor Create your first recording Edit recordings and group actions Analyze recordings and interpret results Automation recommendations 45 - Get started with Microsoft Copilot Studio bots Get started working with environments Create bots and work with the Microsoft Copilot Studio interface Create topics Test bots Publish bots and analyze performance 46 - Enhance Microsoft Copilot Studio bots Use Power Automate to add actions Transfer conversations to agents by using Omnichannel for Customer Service Create topics for existing support content Analyze bot performance 47 - Manage topics in Microsoft Copilot Studio Work with bot topics Branch a topic Create topics for existing support content Work with system fallback topics Manage topics 48 - Manage Power Virtual Agents Environments in Microsoft Copilot Studio Bot topics permissions Bot entities and flow permissions Monitor and diagnose Administer and manage Export and import bots Authentication 49 - Get started building with Power BI Use Power BI Building blocks of Power BI Tour and use the Power BI service 50 - Get data with Power BI Desktop Overview of Power BI Desktop Explore Power BI Desktop Connect to data sources Get data from Excel Transform data to include in a report Combine data from multiple sources Clean data to include in a report 51 - Model data in Power BI How to manage your data relationships Create calculated columns Optimize data models Create measures Create calculated tables Explore time-based data 52 - Use visuals in Power BI Create and customize simple visualizations Create slicers Map visualizations Matrices and tables Create scatter, waterfall, and funnel charts Modify colors in charts and visuals Page layout and formatting 53 - Explore data in Power BI Quick insights in Power BI Create and configure a dashboard Ask questions of your data with natural language Create custom Q&A suggestions Share dashboards with your organization Display visuals and tiles in full screen Edit tile details and add widgets Get more space on your dashboard 54 - Publish and share in Power BI Publish Power BI Desktop reports Print and export dashboards and reports Introducing Power BI Mobile Create workspaces in Power BI Build apps Use apps Integrate OneDrive for Business with Power BI Publish to web 55 - Manage solutions in Power Apps and Power Automate Add and remove apps, flows, and entities in a solution Edit a solution-aware app, flow, and table Build and deploy a complex solution with flows, apps, and entities Automate solution management 56 - Load/export data and create data views in Dataverse View data in a table Create or edit views of data in a table Load data into a table Export data from a table Add, update, or delete data in a table by using Excel Import data using Power Query Generate a new dataflow from an Excel Template Dataflow and Azure integration 57 - Get started with AI Builder Choose an AI capability Create your first model Ways to use your models 58 - Manage models in AI Builder Model lifecycle Manage model versions Share your models 59 - Use AI Builder in Power Automate AI Builder in Power Automate saves time Advanced usage of AI Builder in Power Automate 60 - Functional Consultant skills Create entity relationship diagrams Create and document mock-ups Document functional requirements and artifacts Complete fit-gap analysis Discuss stakeholder management responsibilities Understand industry accelerators Define Application Lifecycle Management Participate in testing Evaluate options Define connectors Understand Power Apps component framework 61 - Solution Architect series: Plan application lifecycle management for Power Platform Key considerations for ALM Solutions Configuration and reference data Release process ALM with Azure DevOps

Level 2 Certificate in Travel and Tourism Travel and tourism is one of the most diverse and important global industries. It makes a significant contribution to the economies of many countries and employs approximately 235 million people worldwide. The Level 2 Certificate in Travel and Tourism is designed for anyone interested in working in the travel industry. This Level 2 Certificate in Travel and Tourism course will provide you with in-depth knowledge about Travel and Tourism that will set you on the right track to launching a career in this field. Travel and tourism is a thriving industry, and those who want to travel always need help when planning their vacation and travel plans. By the end of thisLevel 2 Certificate in Travel and Tourismcourse, you will have a thorough understanding of working in the travel and tourism industry, and you can even start your own business. Main Course: Level 2 Certificate in Travel and Tourism Free Courses: Course 01: Travel and Tourism [ Note: Free PDF certificate as soon as completing the Level 2 Certificate in Travel and Tourism course] Level 2 Certificate in Travel and Tourism Course Curriculum of Level 2 Certificate in Travel and Tourism Module 01: Customer Service in Travel and Tourism Module 02: The UK Travel and Tourism Industry Module 03: Travel and Tourism Destinations Module 04: Travel Agency Operations Assessment Method of Travel and Tourism After completing each module of the Level 2 Certificate in Travel and Tourism Course, you will find automated MCQ quizzes. To unlock the next module, you need to complete the quiz task and get at least 60% marks. Certification of Travel and Tourism After completing the MCQ/Assignment assessment for this Level 2 Certificate in Travel and Tourism course, you will be entitled to a Certificate of Completion from Training Tale which is completely free to download. Who is this course for? Level 2 Certificate in Travel and Tourism This Level 2 Certificate in Travel and Tourism course is ideal for anyone who is looking to work in the travel industry. Requirements Level 2 Certificate in Travel and Tourism There are no specific requirements for this Level 2 Certificate in Travel and Tourism Course because it does not require any advanced knowledge or skills.

This Level 4 course encourages individuals in digital and technical roles to enhance their skills by exploring different techniques, formats, and tools to communicate and understand the impact of their communication choices.

This Level 4 practitioner award encourages individuals in or working towards a leadership role (this could be an IT or technical based-role), and you want to demonstrate modern leadership behaviours to nurture a high-performing team, especially during a time of organisational change.

Duration 4 Days 24 CPD hours This course is intended for A Dynamics 365 Business Central core Functional Consultant is responsible for implementing core application setup processes for small and medium businesses. Overview Understand use cases for Business Central modules Set up Business Central Configure Financials Configure Sales and Purchasing Configure Operations Understand Integrationa nd Automation scenarios Built and optimized for small and medium businesses, Dynamics 365 Business Central is an application for companies that have outgrown their entry-level business applications. Growing businesses often outgrow their basic accounting software or legacy enterprise resource planning (ERP) systems that are unable to handle increased inventory and transactions, lack integration with other line-of-business systems, and have reporting limitations. Businesses are also challenged with the logistics of providing services that have more scalability, increased mobility, and availability in the cloud. With Business Central, you can manage your financials, automate and secure your supply chain, sell smarter, improve customer service and project performance, and optimize your operations. Introduction to Business Central Modules Introduction to Business Central Technology overview Navigate the user interface Master data for the Sales and Purchase process Application Setup Create and configure a new company Migrate data to Business Central Manage Security Set up core app functionality Set up dimensions Configure Financials Set up Finance Management Set up the Chart of Accounts Set up posting groups General Journals Set up Cash Management Set up Accounts Payables Set up Accounts Receivables Configure Sales and Purchasing Set up Inventory Configure prices and discounts Operations Purchase items Sell items Process financial transactions Inventory costing Integration and Automation Set up and use approvals with workflows Connect Power Apps Connect Power Automate Connect Power BI

Duration 3 Days 18 CPD hours This course is intended for Security professionals. This module is intended for everyone who is involved in the implementation, evaluation and reporting of an information security program, such as an Information Security Manager (ISM), Information Security Officer (ISO) or a Line Manager, Process Manager or Project Manager with security responsibilities. Basic knowledge of Information Security is recommended, for instance through the EXIN Information Security Foundation based on ISO/IEC 27001 certification. Overview The module Information Security Management Professional based on ISO/IEC 27001 (ISMP.EN) tests understanding of the organizational and managerial aspects of information security.The subjects of this module are: Information security perspectives: business, customer, service provider/supplier Risk Management: analysis, controls, remaining risks Information security controls: organizational, technical, physical. Information security is the preservation of confidentiality, integrity and availability of information (ISO/IEC 27000 definition). Information security is gaining importance in the Information Technology (IT) world. Globalization of the economy is leading to an ever-increasing exchange of information between organizations (their staff, customers and suppliers) and an explosion in the use of networked computers and computing devices. The core activities of many companies completely rely on IT. Enterprise resource planning (ERP) management systems, the control systems that govern how a building runs or a manufacturing machine functions, day-to-day communications - everything - runs on computers. The vast majority of information - the most valuable commodity in the world - passes through IT. Information is crucial for the continuity and proper functioning of both individual organizations and the economies they fuel; this information must be protected against access by unauthorized people, protected against accidental or malicious modification or destruction and must be available when it is needed. Companies and individual users of technology are also beginning to understand how important security is and are beginning to make choices based on the security of the technology or service. Information Security Perspectives The candidate understands the business interest of information security The canidate understands the customer perspective on governance The candidate understands the supplierïs responsibilities in security assurance Risk Mangement The candidate understands the principles of risk management The candidate knows how to control risks The candidate knows how to deal with remaining risks Information Security Controls The candidate has knowledge of organizational controls The candidate has knowledge of technical controls The candidate has knowledge of physical, employment-related and continuity controls

Successful account management requires time and investment to achieve high levels of customer satisfaction and develop new business opportunities. Ensuring you are equipped with the right tools to approach every customer interaction in a structured way will help you have productive relationships with your clients. Whether you're new to account management or experienced in business development and looking to expand your skillset, understanding how you can maximise customer relationships will be key to your success. We have developed this programme to be practical, fun and interactive. Participants will have the opportunity to learn and practice a number of key skills that will see successful results, and are encouraged to bring real life examples to the course so that learning can be translated to real world scenarios. This course will help participants: Learn how to plan growth and increase revenue from existing accounts Develop skills to build and develop essential relationships to increase value and visibility Learn how best to create loyalty and customer satisfaction Identify how to set account targets and development plan for building contacts and cross-selling Develop persuasion and influencing skills to better define needs and develop opportunities Learn how to add value at all stages; plus gaining competitive advantage Develop an up-selling, cross-selling strategy 1 Performance metrics for account management Introduction to the PROFIT account management model Using practical tools to measure account performance and success Planning your account strategy - red flags and green lights 2 Relationships for account management How to build and manage key relationships Producing a 'relationship matrix' Developing a coach or advocate 3 Setting objectives for your account Developing an upselling cross-selling strategy Setting jointly agreed goals, objectives and business plans Planning session 4 Feedback and Retention - building loyal and satisfied customers How to monitor and track your customer's satisfaction Building a personalised satisfaction matrix Customer service review meetings 5 Influence Getting your message and strategy across to C-level contacts Being able to better develop a business partnership within an accountes 6 Teamwork and time management Working with others to achieve your account goals Managing and working with a virtual team Managing your time and accounts effectively 7 Gaining commitment and closing the sale Knowing when to close for commitment How to ask for commitment professionally and effectively Key negotiation skills around the closing process - getting to 'yes' Checklist of closing and negotiation skills Practice session

Manage the day to day operations involved in supply chain.

Duration 3 Days 18 CPD hours This course is intended for This class is ideal for business users - the people who need to learn what's possible with Salesforce functionality across the suite of products, but aren't necessarily responsible for managing the application. If you're a customer service manager, business executive, business operations manager, sales operations manager, or any other operations, management, or process analysis 'super user,' this class is just what you need to better understand the business value of the Salesforce Platform. Overview Describe the primary business value of each major Salesforce Cloud. Manage users and data. Manage basic org configuration. Create email templates. Create reports and dashboards. Apply and champion Chatter. Understand the Salesforce implementation and maintenance lifecycle. Extend Salesforce functionality beyond basic configuration. Explore what?s possible with Salesforce. In this 3-day class, our Salesforce experts will walk you through the Salesforce Platform, its specific applications, and their business values and benefits. Familiarize yourself with Salesforce Cloud, and learn about platform features and processes to more effectively support day-to-day Salesforce operations within your organization. Through interactive lectures, discussions, and hands-on exercises, you?ll recognize the core elements of the implementation lifecycle, the key considerations to drive user adoption, and the important components of ongoing management of your Salesforce environment. Introduction Understand How Salesforce Works Explore Salesforce Applications Review Salesforce Organization Data Access and Security Control Org Access Manage Who Views and Modifies Objects Unlock Access to Records Share Access to Records Lock Down Individual Fields User Management and Troubleshooting Create New Users Troubleshoot Login, Record Access, and Field Visibility Issues Salesforce Customizations Think About Your Implementation Explore Custom Fields, Picklists, Page Layouts, and Record Types Create Email Templates Business Processes Automation Review Validation Rules Review Assignment and Escalation Rules Review Web-to-Lead and Entitlements Review Lightning Process Builder and Workflow Review Approval Processes and Visual Workflow Reports Explore the Reports Tab, Folders, and Formats Explore the Report Builder Summarize Your Data Dashboards and Data Insights Get More Insight from Your Data Visualize Your Data with Dashboards Create Your Analytics Strategy Everyday Salesforce Collaborate with Chatter, Groups, and Communities Share Feedback with Chatter Answers and Ideas Go Mobile with Salesforce1 Make Salesforce Part of Your Day Data Management Create a Data Migration Strategy Ensure Data Quality Extending Salesforce Drive a Salesforce Implementation Customize Salesforce Using Custom Objects, Apps, and the Salesforce AppExchange Build It Yourself Wrap-up and Certification Review the Certification Process and Resources